Account trades are organized by division in your account settings. These trades are used in the project directory to classify companies by trade. When you add or edit a company in a project directory, you can assign a trade from the account trade list.
To manage account trades, navigate to the account homepage by clicking the BUILDR logo. Then, select Settings from the left navigation and open the Trades tab.
Only account admins can modify account settings. If you need to update these settings and do not have admin access, contact an account admin on your team.
From the Trades tab, you can view divisions, add new trades to an existing division, and download the trade list as a CSV.
Note: Existing trades and divisions cannot be edited. If your team needs a trade that is not already included, you can add a new trade to an existing division.
View Trades by Division
From the account-level Trades tab, you can view trades by division. Click a division to view the trades within that division.
Add a New Trade
To add a new trade, open the division where the trade should be added. Then, click New Trade.
In the New Trade window, enter the trade Name. Next, confirm or select the trade Division. New trades must be assigned to an existing division.
Click Create to save the new trade.
Download Trades as a CSV
To export your account trade list, click Download CSV from the Trades tab.
Buildr will download a CSV file of your account’s trades.
FAQs
Can I edit an existing trade in the account settings?
Can I edit an existing trade in the account settings?
Buildr's default trades cannot be edited. Custom trades added by your team can be edited from the Trades tab.
Can I create a new trade division?
Can I create a new trade division?
No, new trades must be added to an existing division.
Can I delete a trade?
Can I delete a trade?
Buildr's default trades cannot be deleted. Custom trades added by your team can be deleted from the Trades tab.
Are account trades the same as Warranty Issue Trades?
Are account trades the same as Warranty Issue Trades?
No, account trades and Warranty Issue Trades are related, but they are managed in different places. Account trades are managed from Settings > Trades. Warranty Issue Trades are managed from Settings > Warranty Issue Settings and are used to classify and report on warranty issues by trade.